Investing During COVID-19: A Summary of the HUCP Investment Thesis

By Jackie Wei

In light of an unprecedented global pandemic that's shaking up venture capital investing, our diligence teams explored four major spaces and how COVID-19 is radically changing the startup landscape:

Biotech:

While most of the public's attention is focused on finding a vaccine, it's finding cheaper and more innovative ways to delivery quality care that will last the longest. From telemedicine to data analytics, the COVID-19 pandemic will accelerate the development of technologies that can combat high healthcare costs.

Supply Chains:

Disrupted supply chains have caused production and manufacturing headaches. Due to COVID-19, companies are more likely to pay attention to technologies that can catch supply chain failures before they happen by using AI and digital twins.

Edtech:

Online degree programs and courses are likely to become even more mainstream due to COVID-19, but while access to these programs isn't a problem, there are few startups that can preserve a significant level of interactivity between teachers and students.

Fintech:

The transition to digital banking has forced many large banks to accelerate their digital processes, as banks often have cumbersome and user-unfriendly digital interfaces. Startups that can find a niche in spaces like online payment processing, digital banking, or accessible lending will flourish due to COVID-19.

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